Q: I can allocate containers to a warehouse

Creation Date: February 26, 2024 Created By: Akhil Vanjani <a href="https://app.tango.us/app/workflow/07f3cdce-d879-44b0-b425-c3767a9380a7?utm_source=magicCopy&utm_medium=magicCopy&utm_campaign=workflow%20export%20links">View most recent version</a> <hr /> <h3 id="1onthecontainerspageselectthecontainersandclickonallocationinfo">1. On the containers page, select the container(s) and click on 'Allocation info'</h3> <img src="https://storage.crisp.chat/users/helpdesk/website/a8da05f998c17000/3df164d6-071c-4e90-8db1-2828ba_1kb5oys.png" alt="" /> <h3 id="2clickonallocatetoasale">2. Click on 'Allocate to a sale'</h3> <img src="https://storage.crisp.chat/users/helpdesk/website/435126e434e51800/7901a155-0951-4750-b6bd-bd7655_1seckyt.png" alt="" /> <h3 id="3clickonwarehouse">3. Click on 'Warehouse'</h3> <img src="https://storage.crisp.chat/users/helpdesk/website/f46f1c5e5932b800/0a997d9f-8b88-411d-9127-9b988d_r9de40.png" alt="" /> <h3 id="4selectthewarehouseandfillinthedetailsandclickonsave">4. Select the warehouse and fill in the details and click on 'Save'</h3> <img src="https://storage.crisp.chat/users/helpdesk/website/c22e7794fc14b000/b46193a3-badc-4af0-8f63-684f5b_uvtbex.png" alt="" />

Q: I can add stock to a warehouse

${youtube}<a href="5ckHYzjhKRI">Adding Stock to Warehouse</a> This guide details the process of adding stock to a warehouse in the Jules app. Step 1: Navigate to the Inventory module and select Stocks. <img src="https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/db73fdd5-daef-4632-b94c-8d0092bcc3df/526442cb-e44b-463f-9fbc-2b34d0b1c71f/images/d65635c6-c1a0-42e7-9c6a-2f3ee2d3736e.png" alt="" /> Step 2: Choose the material for which the stock needs to be added. <img src="https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/db73fdd5-daef-4632-b94c-8d0092bcc3df/526442cb-e44b-463f-9fbc-2b34d0b1c71f/images/112176f5-a39e-4c7e-8bd4-610e41dda3fc.png" alt="" /> Step 3: Click on Add Stock. <img src="https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/db73fdd5-daef-4632-b94c-8d0092bcc3df/526442cb-e44b-463f-9fbc-2b34d0b1c71f/images/790ea0da-b9f3-4bbc-b7f5-751cbfe025c5.png" alt="" /> Step 4: Enter the reception date and quantity, then select Save. <img src="https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/db73fdd5-daef-4632-b94c-8d0092bcc3df/526442cb-e44b-463f-9fbc-2b34d0b1c71f/images/cfc39069-bea5-4bd0-870c-4ad507654d90.png" alt="" /> <img src="https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/db73fdd5-daef-4632-b94c-8d0092bcc3df/526442cb-e44b-463f-9fbc-2b34d0b1c71f/images/3994cd32-3935-4621-b1b4-15cb8ca7d539.png" alt="" />

Question 1

I can allocate containers to a warehouse

Accepted Answer

Creation Date: February 26, 2024

Created By: Akhil Vanjani

View most recent version

1. On the containers page, select the container(s) and click on 'Allocation info'

2. Click on 'Allocate to a sale'

3. Click on 'Warehouse'

4. Select the warehouse and fill in the details and click on 'Save'

Question 2

I can create a shipment

Accepted Answer

${youtube}Creating Shipment

This tutorial provides a step-by-step guide on creating a shipment from the purchase page and the trucks and containers page.

Begin with the purchase page:

Step 1: Open the purchase page.

Step 2: Navigate to the containers tab, select the desired containers, and click on create a shipment.

Step 3: Toggle New shipment.

Step 4: Enter a reference number. If available, provide the BL number.

Step 5: Click Save to finalize the creation of the shipment.

The process can also be executed from the trucks and containers page:

Step 1: Access the Trucks/containers page.

Step 2: Select the cont

Question 3

I can allocate a purchase and a sale from the allocation module

Accepted Answer

${youtube}Making allocation from allocation module

This guide outlines the process of creating an allocation using the allocation module.

Start by accessing the allocation page from the logistics menu.

This page features two tabs. The My allocation tab displays all system allocations.

Proceed to the Making an allocation tab to initiate a new allocation.

Kick off the three-step allocation process by choosing a purchase. Utilize filters or search by purchase order number to pinpoint the required purchase.

Adjust the filters to locate a sale.

Next, select the sale.

Decide on the containers for the allocation. Opt for all containers or specific ones.

![](https://storage

Question 4

I can add stock to a warehouse

Accepted Answer

${youtube}Adding Stock to Warehouse

This guide details the process of adding stock to a warehouse in the Jules app.

Step 1: Navigate to the Inventory module and select Stocks.

Step 2: Choose the material for which the stock needs to be added.

Step 3: Click on Add Stock.

Step 4: Enter the reception date and quantity, then select Save.

Question 5

I can pick stock and create an outbound load

Accepted Answer

Creation Date: May 28, 2024

Created By: Akhil Vanjani

View most recent version

1. Access the 'Stocks' page under the 'Inventory' menu

2. Click on 'Pick' for the stock you want to create outbound load(s)

3. Specify the quantity and click on 'Next'

4. Fill in the required details and click on 'Save' and your outbound order will be created

You can create a local or export outbound load and allocate it to an existing sale or another warehouse

5. You can access outbound loads from the 'Load' page

6. Alternatively, on the stocks page, you can also click on the material row to open the menu

![](https://storage.crisp.chat/users/helpdesk/website/435856c180089400/f115224d-e9e3-4ad0-9bd4-fb981f_18jmw1c.

Question 6

I can record incoming payments against invoice

Accepted Answer

${youtube}Recording Incoming Payment

This tutorial provides a comprehensive guide on how to record a payment in the Jules app.

Start by accessing the Invoices and Payables module and navigate to the Invoices page.

Step 1: Navigate to the Invoices page.

Step 2: Click on the Invoices tab.

Recording a Payment for an Invoice

Step 1: Select the invoice.

Step 2: Click on Mark all as paid.

The payment progress bar will update accordingly

Alternatively, follow these steps:

Adding a Payment to an Invoice

Step 1: Select the invoice.

Step 2: Click on Add a payment.

![](https://usercontent.clueso.io/0affecff-61

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